Public ownership evidence

WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) Ownership Disclosures

Read CXSE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
6,613
Value (USD)
$257,126
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CXSE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CXSE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-286,613$257,126None
Corient Private Wealth LP2026-06-302026-08-186,613$257,126None
OSAIC HOLDINGS, INC.2026-06-302026-08-15700$27,216None
HRT FINANCIAL LP2026-06-302026-08-156,763$262,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1573,854$2,871,583None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1521,285$827,601None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,628$335,473None
CASTLEKEEP INVESTMENT ADVISORS LLC2026-06-302026-08-1524,155$939,192None
Cerity Partners LLC2026-06-302026-08-1541,482$1,613,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,335$91,000None
ROYAL BANK OF CANADA2026-06-302026-08-1528,905$1,124,000None
CITADEL ADVISORS LLC2026-06-302026-08-1513,474$523,895None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15411$15,980None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1542$1,633None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,915$346,624None
Ankerstar Wealth, LLC2026-06-302026-08-14549$21,346None
Rockefeller Capital Management L.P.2026-06-302026-08-147,590$295,114None
Rockefeller Capital Management L.P.2026-06-302026-08-14229$8,904None
UBS Group AG2026-06-302026-08-141,971$76,636None
UBS Group AG2026-06-302026-08-1429,501$1,147,058None
MORGAN STANLEY2026-06-302026-08-1472,202$2,807,351None
FMR LLC2026-06-302026-08-141$39None
FMR LLC2026-06-302026-08-14330$12,826None
Corient Private Wealth LP2026-06-302026-08-136,613$257,126None
Integrated Wealth Concepts LLC2026-06-302026-08-138$312None
NewEdge Advisors, LLC2026-06-302026-08-13656$25,506None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,176$45,734None
BANK OF MONTREAL /CAN/2026-06-302026-08-13616$23,951None
JPMORGAN CHASE & CO2026-06-302026-08-139$345None
GRANVILLE CAPITAL, INC.2026-06-302026-08-126,313$245,454None
Cassaday & Co Wealth Management LLC2026-06-302026-08-113,537$137,526None
Arax Advisory Partners2026-06-302026-08-11400$15,553None
Dunhill Financial, LLC2026-06-302026-08-081,000$38,881None
LPL Financial LLC2026-06-302026-08-0817,134$666,210None
PNC Financial Services Group, Inc.2026-06-302026-08-0825$972None
PNC Financial Services Group, Inc.2026-06-302026-08-0825$972None
FIFTH THIRD BANCORP2026-06-302026-08-06219$8,515None
Founders Financial Alliance, LLC2026-06-302026-08-05155$6,027None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3132,458$1,262,000None
Avestar Capital, LLC2026-06-302026-07-3031,870$1,239,166None
WHITTIER TRUST CO OF NEVADA INC2026-06-302026-07-29980$37,159None
TD Waterhouse Canada Inc.2026-06-302026-07-28224$8,673None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2832,458$1,262,000None
Summit Investment Advisory Services, LLC2026-06-302026-07-255,347$207,901None
SBI Securities Co., Ltd.2026-06-302026-07-2415,075$586,145None
Triumph Capital Management2026-06-302026-07-22225$8,748None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Corient Private Wealth LP ↗OSAIC HOLDINGS, INC. ↗HRT FINANCIAL LP ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗CASTLEKEEP INVESTMENT ADVISORS LLC ↗Cerity Partners LLC ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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